# Carlson Financial Advisory

Carlson Financial Advisory is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 281868
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281868

## About

CARLSON FINANCIAL ADVISORY, LLC is a state-registered investment adviser in LIBERTY LAKE, WA. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Carlson Financial Advisory?

No named principal or investment committee member has been publicly identified. The firm's RIA registration does not list key personnel. Without disclosure, decision-making authority cannot be attributed.

### What services does Carlson Financial Advisory offer?

As a registered RIA, Carlson Financial Advisory provides fiduciary financial advice, portfolio management, and retirement planning to clients. Specific service offerings are not detailed publicly.

### How does Carlson Financial Advisory source investments?

No proprietary sourcing model or deal flow channels have been described in public records. The firm's investment approach is not known.

### What is Carlson Financial Advisory's typical client base?

RIAs serve individual investors, families, or institutions. Without disclosure, the firm's client profile remains unclear.

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Last updated: 2026-06-03T20:00:00.000Z

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